We can handle tax return preparation and filing for individuals, businesses, partnerships, trusts, estates, ex-pats, S-Corps, C-Corps, LLCs, sole practitioners with businesses, nonprofits needing to file Form 990, and many others!
We can help you determine how to account for it on your tax return. We can help you take all of the deductions and credits you are eligible for, such as property taxes, medical expenses, charitable contributions, business expenses, retirement plan contributions, the new 20% business deduction for pass-through entities, child tax credits, and
Tax Return Preparation Services for Individuals
we can help you determine how to account for it on your tax return. We can help you take all of the deductions and credits you are eligible for, such as property taxes, medical expenses, charitable contributions, business expenses, retirement plan contributions, the new 20% business deduction for pass-through entities and child tax credits.
There are many types of tax services for individuals
- Tax preparation for individuals with a full-time paycheck job
- Tax preparation for retired individuals with social security income, retirement withdrawals and possibly other income
- Tax preparation for taxpayers with a contract job or who are sole proprietors of a small business.
- Tax preparation for dependent children who have income
- Tax preparation for estates
- Tax preparation for trusts
- In any case, we can help you prepare and efile the correct forms and accompanying schedules based on your individual needs.
Tax Return Preparation Services for Businesses
Businesses can take many forms – sole proprietorships, partnerships, LLCs, S Corporations, and C Corporations. The type of entity that your business is set up under will depend on the federal and state forms you need to complete to meet your tax requirements. LLCs are taxed in many ways, making it even more complex.
Federal and state tax return preparation is just the beginning for business tax needs. You may also have franchise tax, sales tax, payroll tax, and other industry-specific taxes and licenses that you need to keep up with. Managing all your tax deadlines can be a big job that distracts you from more important things you have to do to run your business.
Tax Return Preparation Services for Nonprofit Organizations
Nonprofit tax-exempt organizations have annual IRS return requirements too. They may not need to pay taxes, but they do need to file an information return, the Form 990, with the IRS each year. From 990 includes information on the nonprofit organization’s purpose, finances, and programs.
Tax Returns That Have Not Been Filed on Time
We can help you prepare and file prior year tax returns. If you have challenges with lost records, we can help you through the process. It’s easier than you may think. Sometimes all the worry you’ve built up during the time that you haven’t filed can be bigger in your mind than it is if you just get help now to get it done. Take the first step and call us.
When your return is late, there are two penalties: failure to pay and failure to file. These penalties only get larger the more time you wait. The best option is to get professional help to work out a payment plan with the IRS or the state. With tax professionals like us negotiating for you, it’s very common to get a portion of the amount due forgiven.
Tax Returns That Need to Be Amended
There are many reasons a tax return needs to be amended. There may have been an error made when it was originally filed. It could be that a tax law changed, and amending a return puts the taxpayer in a better position. In any case, if you need to amend a return for any reason, we can help you.
IRS Correspondence
If you receive a letter from the IRS, we can help you interpret what they need you to do next. The letter could be a standard routine notice or it could be something bigger like an audit. In either case, we’re here year-round to help.
Tax Fraud
No matter who you hire to do your taxes, please be careful of the rampant frauds surrounding the IRS each year. The IRS will never call you about your return. Do not provide any private information over the phone to people you don’t know, even if they say they are from the IRS.
Here’s a web page form the IRS to educate you about tax scams and abusive preparers so you don’t become a victim of fraud. https://www.irs.gov/compliance/criminal-investigation/tax-fraud-alerts
Tax Planning
We’re committed to helping you keep your hard-earned money without paying a penny more in taxes than you’re legally required to do. And some of the biggest savings can come when we work together and plan ahead.
We offer proactive tax planning suggestions to save you money when tax time comes. Please give us a call any time of the year, so we can start finding ways to save you money.
Tax ID Numbers
All taxpayers need ID numbers to file their taxes. Individuals need a Social Security number or an ITIN. Businesses need a Federal employer identification number. If you need help acquiring these IRS IDs, we can help.
Complimentary Consulting Session
To get a free estimate or quote or to discuss any of these services, please give us a call or email us. We’ll set up a complimentary, no-obligation initial session so you can find out more about how we can help you with your tax return preparation, filing, and planning needs.